We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And last but not least, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one conference.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you pick, you might have some extra choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting as well.
And lastly, we can choose a different color. This is really practical if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of